Topicus: thoughts on the new CEO and current valuation vs. Constellation Software?
What are people’s thoughts on Topicus with Robin van Poelje retiring and the new CEO taking over?
Also curious how people see Topicus’ valuation compared to Constellation Software at current prices. Is Topicus still attractive relative to CSU, or is the valuation difference justified given the difference in size, growth, and track record?
Would be interested to hear from anyone who has followed both for a while.